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Dean Investment Associates’s BOK Financial BOKF Stock Holding History

Dean Investment Associates’s Portfolio BOKF Stock Details BOKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-6,374
Closed -$440K – 220
2014
Q1 		$440K Buy
6,374
+104
+2% +$6.8K 0.11% 185
2013
Q4 		$416K Buy
6,270
+963
+18% +$60.9K 0.1% 193
2013
Q3 		$336K Buy
5,307
+2
+0% +$132 0.09% 207
2013
Q2 		$340K Buy
+5,305
New +$337K 0.1% 190

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Dean Investment Associates's BOKF Position: Q2 2014 in Review

Dean Investment Associates sold out of BOK Financial (BOKF) in Q2 2014, closing a stake of 6,374 shares — an estimated $440K sold.

Dean Investment Associates first reported a position in BOKF in Q2 2013 and held it in 4 quarters. The position peaked at $440K in Q1 2014. 145 funds tracked by Wall St. Rank hold BOKF as of Q2 2014.

  • Dean Investment Associates reported no remaining BOK Financial position as of Q2 2014 after selling out during the quarter.
  • Dean Investment Associates sold 6,374 BOK Financial shares in Q2 2014, an estimated $440K.
  • Dean Investment Associates first reported a position in BOK Financial in Q2 2013 and held it in 4 quarters.
  • Dean Investment Associates's BOK Financial position peaked at $440K in Q1 2014.
  • 145 funds tracked by Wall St. Rank held BOK Financial as of Q2 2014.

Based on Dean Investment Associates's 13F filing for Q2 2014, filed 15 Aug 2014.